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John Marshall Bancorp

52 hedge funds and large institutions have $99.9M invested in John Marshall Bancorp in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,771% more call options, than puts

Call options by funds: $481K | Put options by funds: $7K

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0.26% more ownership

Funds ownership: 39.93%40.19% (+0.26%)

0% more funds holding

Funds holding: 5252 (0)

1% less capital invested

Capital invested by funds: $101M → $99.9M (-$1.34M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
52
Holders Change
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
20
Reduced
12
Closed
5
Calls
$481K
Puts
$7K
Net Calls
+$474K
Net Calls Change
+$469K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$28.6M +$381K +22,398 +1%
BlackRock
2
BlackRock
New York
$14.9M +$156K +9,198 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.9M +$112K +6,595 +1%
TFA
4
Toth Financial Advisory
Virginia
$8.2M +$360K +21,160 +5%
EWM
5
Evermay Wealth Management
Virginia
$5.9M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.95M +$155K +9,148 +3%
FCM
7
FJ Capital Management
Virginia
$4.42M +$640K +37,685 +17%
State Street
8
State Street
Massachusetts
$3.47M +$10.4K +610 +0.3%
EPCA
9
Elizabeth Park Capital Advisors
Ohio
$2.86M -$204K -12,000 -7%
Brown Advisory
10
Brown Advisory
Maryland
$2.23M
Northern Trust
11
Northern Trust
Illinois
$1.83M -$67.1K -3,951 -4%
CAM
12
Cresset Asset Management
Illinois
$1.6M +$253K +14,885 +20%
Bank of America
13
Bank of America
North Carolina
$1.28M -$277K -16,291 -18%
MFP
14
Meridian Financial Partners
Virginia
$1.23M
HF
15
Halpern Financial
Virginia
$867K
Bank of New York Mellon
16
Bank of New York Mellon
New York
$685K +$109K +6,411 +20%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$609K
Charles Schwab
18
Charles Schwab
California
$604K +$29.2K +1,716 +5%
N
19
Nuveen
North Carolina
$596K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$391K -$61K -3,590 -14%
Morgan Stanley
21
Morgan Stanley
New York
$372K +$31.6K +1,861 +10%
PAMG
22
Patton Albertson Miller Group
Tennessee
$327K
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$318K +$8.23K +484 +3%
Mariner
24
Mariner
Kansas
$246K -$799 -47 -0.3%
Invesco
25
Invesco
Georgia
$246K -$35.7K -2,100 -13%

JMSB Hedge Fund Activity: Q2 2024 in Review

52 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in John Marshall Bancorp (JMSB) for Q2 2024, worth a combined $99.9M — down 1.3% from $101M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JMSB positions and 5 closed out — a net gain of 1 holder — while 20 added to existing stakes and 12 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $640K. The largest seller was JP Morgan Chase, cutting an estimated $323K.

  • 52 institutional investors held John Marshall Bancorp (JMSB) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $99.9M of John Marshall Bancorp stock for Q2 2024, down 1.3% quarter-over-quarter.
  • 6 funds opened new John Marshall Bancorp positions in Q2 2024 and 5 closed out, a net change of +1 holder.
  • The largest John Marshall Bancorp buyer in Q2 2024 was FJ Capital Management, an estimated $640K added.
  • The largest John Marshall Bancorp seller in Q2 2024 was JP Morgan Chase, an estimated $323K sold.

Based on aggregated 13F filings for Q2 2024.